StockDriftsStockDriftsTop 43 Stephenson & Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 14.17% | 136.1K | $26.1M | +2.81%(+3.72K) | $155.52(+30.95%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 14.1% | 54.3K | $26.0M | +3.41%(+1.79K) | $367.64(+31.67%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.94% | 401.2K | $25.7M | +0.93%(+3.69K) | $47.14(+49.70%) | 2026-03-31 | |
| IVV | ISHARES TR | 13.57% | 38.3K | $25.0M | +5.07%(+1.85K) | $481.93(+55.95%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 10.3% | 242.2K | $19.0M | +4.29%(+9.96K) | $76.80(+1.50%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 6.36% | 152.0K | $11.7M | +7.00%(+9.95K) | $74.85(+2.29%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.01% | 59.5K | $7.4M | +2.90%(+1.68K) | $104.49(+30.29%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.94% | 107.7K | $7.3M | +3.22%(+3.36K) | $55.10(+33.29%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.5% | 119.3K | $6.5M | +1.82%(+2.13K) | $41.76(+43.57%) | 2026-03-31 | |
| TIP | ISHARES TR | 2.4% | 40.1K | $4.4M | +4.73%(+1.81K) | $107.21(+3.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +38.29% |
| Top 20 Holdings Unweighted | +10.28% | +34.12% |
Sign up free to track Stephenson & Company, Inc., compare funds side by side, and get alerts the moment positions change.